证券日报网讯1月21日，宏盛股份（603090）在互动平台回答投资者提问时表示，截至2026年1月20日股 东数为8862户。 ...

证券时报·数据宝统计，截至发稿，宏盛股份收盘价为90.74元，上涨10.00%，本期筹码集中以来股价累 计上涨49.37%。具体到各交易日，8次上涨，其中，涨停3次。 公司发布的三季报数据显示，前三季公司共实现营业收入5.54亿元，同比增长6.73%，实现净利润 6437.67万元，同比增长34.78%，基本每股收益为0.6400元，加权平均净资产收益率10.85%。（数据 宝） （文章来源：证券时报网） 宏盛股份1月21日披露，截至1月20日公司股东户数为8862户，较上期（1月10日）减少2641户，环比降 幅为22.96%。这已是该公司股东户数连续第2期下降。 ...

证券日报网讯1月19日，宏盛股份（603090）在互动平台回答投资者提问时表示，欧盟是公司业务分布 的主要地区之一，欧盟地区业务在公司总体业务中占比约四分之一，公司主要通过境内主体直接向欧盟 客户出口，极少量业务通过公司在欧洲子公司进行销售，没有通过第三方贸易商、代理商销售的业务。 ...

1月19日，宏盛股份涨5.07%，截至发稿，报82.64元/股，成交2.22亿元，换手率2.76%，总市值82.64亿 元。宏盛股份股价已经连续6天上涨，区间累计涨幅36.88%。 截至发稿，谭佳俊累计任职时间1年93天，现任基金资产总规模6.45亿元，任职期间最佳基金回报 72.66%， 任职期间最差基金回报11.58%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 数据显示，金信基金旗下1只基金重仓宏盛股份。金信量化精选混合A（002862）四季度持有股数2.46万 股，占基金净值比例为4.92%，位居第七大重仓股。根据测算，今日浮盈赚取约9.82万元。连续6天上涨 期间浮盈赚取52.13万元。 金信量化精选混合A（002862）成立日期2016年7月1日，最新规模1589.23万。今年以来收益21.05%， 同类排名94/9009；近一年收益75.27%，同类排名681/8164；成立以来收益100.72%。 金信量化精选混合A（002862 ...

截至发稿，谭佳俊累计任职时间1年90天，现任基金资产总规模6.46亿元，任职期间最佳基金回报 59.95%， 任职期间最差基金回报12.75%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，金信基金旗下1只基金重仓宏盛股份。金信量化精选混合A（002862）四季度持有股数2.46万 股，占基金净值比例为4.92%，位居第七大重仓股。根据测算，今日浮盈赚取约9.72万元。连续5天上涨 期间浮盈赚取40.44万元。 金信量化精选混合A（002862）成立日期2016年7月1日，最新规模1589.23万。今年以来收益22.9%，同 类排名43/8847；近一年收益78.79%，同类排名527/8094；成立以来收益103.78%。 金信量化精选混合A（002862）基金经理为谭佳俊。 1月16日，宏盛股份涨5.35%，截至发稿，报77.85元/股，成交2.24亿元，换手率3.00%，总市值77.85亿 元。宏盛股份股价已经连续5天上涨，区间累计涨幅28.61%。 ...

Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the AI equipment sector, focusing on semiconductor, gas turbine, PCB equipment, and liquid cooling technologies. [1][3] Company Highlights Guanggang Gas - Expected to double new orders from 150,000 cubic meters to approximately 300,000 cubic meters by 2026, with a market capitalization projected to grow from 26 billion to between 80 billion and 100 billion [1][4] - Profit margin anticipated to rise from 10% in 2025 to 34% in the first half of the current year [4] - Actively expanding into overseas markets and developing new products like supercritical carbon dioxide [4] Gas Turbine Sector - Global gas turbine orders expected to increase from 85 GW in 2025 to over 120 GW in 2026, driven by severe electricity shortages in the U.S. [1][5] - Jie Rui is highlighted as a key player, with a potential market capitalization of over 100 billion due to shortened delivery times and strong channel capabilities [5] Gas Turbine Blade Market - Ying Liu and Wan Ze hold less than 2% of a market worth approximately 170 billion, indicating significant growth potential [6] - Improvement in yield rates from 40% to 50-60% expected, enhancing order capacity and profit margins, which currently exceed 40% [6] Lian De Co. - Projected profits for 2026 could exceed expectations, reaching between 350 million and 360 million, with a potential increase to 500 million by 2027 [9] PCB Equipment - Notable companies include Dazhu Laser, New Qiwei, and Kaige, with Dazhu Laser expected to achieve profits of 2 billion by 2026, corresponding to a market cap of 80 billion [10] Liquid Cooling Technology - Companies like Hongsheng and Ying Wei are recommended, with Ying Wei's products being more reliable and likely to enter the U.S. AI supply chain [11] Optical Communication Equipment - Aotewei is identified as a key player with significant market potential in AOI and gold wire bonding machines, with a potential revenue increase of 2 to 2.5 billion if it captures 10% market share [12] Semiconductor Industry - Huahong Semiconductor is highlighted as a key player with a favorable competitive landscape and future growth potential [13] Additional Insights - The gas turbine sector is seen as the most sustainable segment within AI equipment, with increasing demand due to electricity shortages in the U.S. [5] - The liquid cooling technology is noted for its potential to ensure operational stability in data centers, especially under extreme weather conditions [11] - The PCB equipment sector is characterized by limited investment options, making it a secondary focus compared to gas turbines and liquid cooling [3] This summary encapsulates the key points and insights from the conference call, providing a comprehensive overview of the discussed companies and industry trends.

Group 1: Company Announcements - Hongsheng Co., Ltd. has not generated revenue in the data center liquid cooling sector [1][2] - Oriental Pearl does not directly engage in AI business, and AI applications do not directly generate revenue [1][2] - Tongda Hai's AI-driven revenue accounts for a low proportion of the company's overall operating income [2] Group 2: Project Investments - Beibu Gulf Port plans to invest 11.403 billion yuan in the construction of a 300,000-ton terminal project in Fangcheng Port [1][2] - LeKai Film's subsidiary plans to invest 97.6675 million yuan in a TAC functional film coating production line project [2] Group 3: Contract Awards - Aopt has won a bid for a 120 million yuan 2D vision solution project for GoerTek in 2026 [1][2] - Anhui Expressway has won a project worth 7.237 billion yuan [2] Group 4: Equity Transfers - Aidi Pharmaceutical intends to acquire a 22.2324% stake in Nanda Pharmaceutical for 130 million yuan [1][2] Group 5: Share Buybacks - Kaifa Electric plans to repurchase shares worth between 30 million and 60 million yuan [1][2] - Haojiang Intelligent plans to repurchase shares worth between 1.5 million and 3 million yuan [3] - Huazhi Jie plans to invest 30 million to 50 million yuan in share repurchases [3] Group 6: Shareholding Changes - New Work Group, a shareholder of China New Group, plans to reduce its stake by no more than 3% [3] - Zhejiang Yongqiang's shareholder plans to reduce his stake by no more than 1.13% [3] - Xiangyu Medical's shareholder plans to reduce his stake by no more than 3% [3]

证券日报网讯1月13日，宏盛股份（603090）在互动平台回答投资者提问时表示，截至2026年1月9日股 东数为11503户。 ...

Core Viewpoint - Hongsheng Co., Ltd. (603090.SH) announced that after self-examination, the company has no media reports or market rumors that require clarification or response [1] Company Overview - The main business of the company is aluminum plate-fin heat exchangers [1] - The primary business distribution includes industries such as compressors, agricultural machinery, construction machinery, hydraulic machines, and new energy [1] - The company has not generated revenue in the data center liquid cooling sector [1]

证券代码：603090 证券简称：宏盛股份 公告编号：2026-002 无锡宏盛换热器制造股份有限公司 股票交易异常波动公告 公司股票价格近期波动较大，已偏离上市公司基本面，存在市场情绪过热、 非理性炒作风险，未来可能存在股价快速下跌的风险，敬请广大投资者注意二级 市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 本公司股票于 2026 年 1 月 9 日、1 月 12 日、1 月 13 日连续三个交易日内日 收盘价格涨幅偏离值累计达到 20%。根据《上海证券交易所交易规则》的有关规 1 定，属于股票交易异常波动情形。 公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●无锡宏盛换热器制造股份有限公司（以下简称"公司"）股票于 2026 年 1 月 9 日、1 月 12 日、1 月 13 日连续三个交易日内日收盘价格涨幅偏离值累计 达到 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波 动情形。 ●经公司自查，并向公司控股股东和实际控制人核实，截至本公告披露日， 确认不存 ...